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Investor Presentaiton

4Q22 profit from insurance business lower QoQ mainly due to unrealised valuation losses on insurance contract liabilities from inverted SGS yield curve Profit from Insurance Business SGS Yield Curve (SGD❜m) 4.00 Great Eastern Insurance Operating Profit 3Q22 4Q22 S$208m S$224m Up 30% YoY and 8% QoQ driven by resilient underlying insurance business operating performance 84 3.50 3.00 2.50 208 224 3Q22 2.00 1.50 (250) 1.00 4Q22 Insurance: Operating profit 1/ Insurance: Non-operating profit/(loss) 2/ 0.50 Source: Bloomberg 0.00 1-YR 3-YR 5-YR 7-YR 9-YR 10-YR 15-YR 20-YR 30-YR → OCBC Bank 1/Operating profit Non-Operating Insurance Sep 22 Profit/(Loss) Feb 23 3/ Dec 22 Dec 21 1/ Operating profit is defined as premiums less claims, maturities, surrenders, commissions, expenses and changes in reserves, plus investment income (dividends, coupons, etc). 2/ Non-operating profit/loss mainly comprises changes in the fair value of assets and liabilities, realised gains/losses on sale of investments and changes in liability discount rates due to interest rates fluctuation. 3/ Rates as at 14 Feb 2023. 3Q22 S$84m (S$250m) 4Q22 ■■4Q22 non-operating loss of S$250m due to steeper inversion of SGS yield curve in Dec 22 compared to Sep 22 This impacted valuation of longer-end insurance contract liabilities in the Singapore Non- Participating business The unrealised valuation losses on insurance contract liabilities is expected to reverse as the SGS yield curve normalises to become upward sloping Longer-end rates have been comparatively higher after 31 Dec 22 28
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